+155.3%
HBAN vs RRC
+4.9%
+150.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.1% |
| 7D | -1.0% | -1.8% | +0.8% | -0.6% |
| 30D | -5.6% | +2.7% | -8.3% | -6.1% |
| 3M | -1.1% | +8.8% | -10.0% | -3.1% |
| 6M | +9.9% | -1.2% | +11.1% | +9.4% |
| YTD | -0.9% | +17.6% | -18.5% | -5.1% |
| 1Y | -1.4% | +18.4% | -19.8% | -6.1% |
| 3Y | +78.2% | +33.1% | +45.1% | +63.3% |
| 5Y | +37.0% | +148.2% | -111.2% | +5.4% |
| All | +155.3% | +4.9% | +150.4% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RRC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling